Moments That Matter: Financial Advisor Julie Kelly
At Edward Jones, we believe that we are more than just financial advisors — we are part of our clients’ lives.
Financial Advisor Julie Kelly, shares story about helping her clients, Rand and Anna work toward their dream of a house in the Teton Mountains of Wyoming. Julie helped them build a roadmap of how they could afford this home and work toward their ultimate goal.
At Edward Jones, we help investors work toward their goals by taking the time to listen to what's important to them and their families. Helping investors achieve their long-term financial goals is our sole focus.
At Edward Jones, we are dedicated to caring for our clients and their dreams. To learn more, check out our blog about the role of a financial advisor.